Latest Thoughts
In this episode, we sit down with Jeff Lavine to talk about one of the biggest factors in many of our clients portfolios: real estate. The market has been changing fast and Jeff breaks down what those shifts mean for buyers, investors, and long term...
In Episode 3 of the SJK Wealth Management Podcast, Scott Kleiman, AIF® and Christopher Tuck, CFP® sit down with the team at Hark Maskarinec, PC to discuss the importance of collaboration between wealth advisors and CPAs....
Retail is evolving—but where is it headed? In this episode of The SJK Wealth Management Podcast, we sit down with Debra Camarota, a seasoned retail expert and shopkeeper at Anthony Robert Haberdashery, to explore the shifting landscape of the apparel industry....
Welcome to the first episode of the SJK Wealth Management Podcast! Join Chris Tuck and Scott Kleiman as they explore market trends, financial planning strategies, and expert perspectives on innovation, AI, and the future of investing....
The bar for third quarter earnings is low, with analysts currently expecting only about a 3% increase in S&P 500 earnings per share (EPS). ...
On October 12, 2022, there were very few comments suggesting that a new bull market was in the throes of being born as the S&P 500 opened at 3,590.83 and closed at 3,577.03. ...
Federal Reserve (Fed) Chair Jerome Powell said last month's decision to cut the fed funds target rate by half a percentage point was due to a "recalibrating' policy, as the Fed follows its dual mandate regarding inflation and growth. ...
When it comes to investing, gold may be the antithesis of artificial intelligence (AI). ...
Of course, last week's headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18, the first time since the COVID-19 pandemic broke out in 2020. ...
With the first presidential debate behind us, it's safe to say election season is in full swing. ...
Second quarter earnings season is in the books, and it was a good one. ...
In December 2023, Vladimir Putin declared that the 2024 BRICS Summit, hosted by Russia, would be focused on establishing a "fair world order" based on shared principles. ...
In his recent speech, Federal Reserve (Fed) Chairman Jerome Powell focused on the fragilities of the labor market and is preparing markets for the new phase of the policy. ...
Each year as the summer months draw near the end, LPL Financial hosts its annual conference for financial advisors. ...
Before the jobs report weas released on Friday, we wrote a commentary on the U.S. dollar. ...
Investors had a healthy appetite for risk so far this year as a so-called potential soft landing has been factored in. ...
The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets. ...
Outlook 2024: A Turning Point, released in December 2023, featured our perspective on how stocks might respond to turning points in inflation and monetary policy. ...
With stock valuations elevated after such a strong first half, earnings growth will be key to holding, or potentially building on these gains. ...
With a Federal Reserve (Fed) meeting, a Bank of Japan (BOJ) meeting, two very important inflation reports, and nearly $120 billion of new Treasury securities auctioned-last week was quite the week for markets. ...